Keep in touch with meI'm using Intch to connect with new people. Use this link to open chat with me via Intch app
Work Background
Resilience DigitalCEO
Mar. 2022Durban
NedbankExternal Vetting Consultant
May. 2015Sandton
NedbankOnboarding and Fufilment Administrator
Mar. 2015 - May. 2015Durban Area, South AfricaDuties included but were not limited to: Maintaining a strategic partnership between Nedbank and brokerages /Investors so as to excel in targets set whilst still maintaining internal shareholder buy in. Management and analysis of IT issues which may directly affect the clients services received and complaint resolution. Providing the client with an all round service whereby queries not in my area were assisted with or redirected to the correct department so that the client can receive the full package and rest assured that they are taken care of. Maintaining of a target spreadsheet with regards to sales of Investments. Compilation and execution of Nedbanks account strategy. Proactively identifying , developing and winning Nedbank business in line with Nedbank growth and opportunity targets ,growing market share. Managing cutomer and service relationship end to end. Creating long term business development plans and positioning of strategy and solutions to match with customer needs. Fufilling Nedbanks internal processes for presales ,portfolio management ,quarterly forecasting and long range planning Contract negotiation and management. Achievement of revenue and financial targets. Assessing and checking of claim documents as well as further investigation for premium received ,through to claim payout /repudiation. Uploading of new members onto scheme and maintenance of spreadsheets. Vetting and checking of various external company documentation for replacement of Nedbank policies as well as distribution of Nedbank policies out to the relevant replacement representatives. Vetting of new member documentation and uploading onto scheme. New business activations and verifications Checking of all relevant documentation required for the activation of policy Checking of all FICA requirements met with regards supporting documentation of the investor. Allocation of work Amendment of personal details and payout of claims.
BRIGHTROCK LIFEAdministration Assistant
Jun. 2013 - Nov. 2013Durban Area, South AfricaDuties included but were not limited to: Liaising with clients and brokers /Maintaing building relationships with after sale service. Analysis of clients current portfolio to identify gaps for sales ,improvements available for the client. Building and maintaining the customer and service relationship as to facilitate and close revenue opportunities. Checking of applications . Capture of applications, sending of application through to head office . Follow up eg. sending of underwriting requirements . Servicing of clients’ policies. Linkages of brokers’ . Accreditation of brokers. Maintenance of franchise principal diaries. Formation of training packs. Receptionist.
DCIS EthekwiniRelationship manager/Administrative Assistant /Receptionist
Sep. 2009 - Feb. 2013Durban Area, South AfricaWhilst in progression in the franchise, duties included but were not limited to: Answering of 30 line switchboard. Assistance with walk in queries of brokers. Daily delivery of confidential client packs. Time sheets and ordering of stock. Set up and maintenance of employee files. Capture of applications with spreadsheet Maintenance of diary, booking of appts. Booking of flights and other travel arrangements. Coordination of broker days and product launches. Forensics/Psychometrics of new broker consultants’ . Set up of broker packs and packages. Advertisements of positions available . Linkages of brokers to franchise. Checking of life, health, investment and insure apps . Checking and capture of applications as well as requisition of FICA documents. Keeping broker and client up to date on progress of application –follow through from start to completion, including resolution of underwriting queries and disputes . Telephonic and walk in quotes. Daily updates of fact sheets and rates. Processing of withdrawals. Queries on annuities . Queries of existing plans and claims. Maintenance of broker and broker consultant relationships. Maintenance of daily spreadsheets and figures. KPA‘s maintained. Ensuring accreditation of broker consultants for all products.
Intch is a Professional Networking App for the Future of WorkSee more people like Megan on Intch
300k+ people
130+ countries
AI matching
Get Intch if you'd like to
1480213 people
17
Property practitioner and business owner @ Engel & Völkers
16
PR - Writer - Marketing
15
Marketing specialist @ 247 Digital
334686 people
15
Marketing specialist @ 247 Digital
38
Entrepreneur / 3x Tech Startup / Marketing and Growth @ Morlean Trading Group
21
Digital Copywriter @ Freelance